Roth Financial Group, Merritt Island, Florida

Newsletters

Avoiding Probate with a TOD Deed and TOD Account

In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
Three Ways to Help Build Financial Resilience

Here are some steps to help handle challenging times and potentially emerge even stronger.
Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.